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SERVICES & FEES

Fees



What Do We Charge?

As a fee-only fiduciary, we charge for ongoing comprehensive financial planning and investment management of our clients' portfolios. We believe in creating rewarding long-term partnerships with our clients, and therefore we provide a 20% loyalty discount on fees after the first five years of service.





Account Value

Annual Rate

First 5 Years

Annual Rate

5+ Years Loyalty Discount

Up to $500K

1.20%

0.96%

$500K to $1M

1.00%

0.80%

$1M to $5M

0.80%

0.64%

$5M and up

Negotiable

Negotiable



Have a Question About Our Fees?

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